Squire Investment Management Company, LLC Dimensional ETF Tr Transaction History
Squire Investment Management Company, LLC
- $176 Billion
- Q2 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 83,876 shares of DFAX stock, worth $2.19 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
83,876
Previous 85,164
1.51%
Holding current value
$2.19 Million
Previous $2.17 Billion
1.59%
% of portfolio
1.21%
Previous 1.37%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$293 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$254 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$193 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$191 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$144 Million21.36% of portfolio